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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,912 | $48,337-85.7% | $67,560-89.8% | $80,959-91.5% |
| Participation rate | 93.1% | 66.4%+26.7pp | 72.9%+20.2pp | 67.7%+25.4pp |
| Annual return | 13.00% | 18.26%-5.3pp | 3533.50%-3520.5pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,032 | $2,023-49.0% | $2,737-62.3% | $2,757-62.6% |
| Participant deferral / active EE | $2,142 | $2,928-26.8% | $4,004-46.5% | $4,300-50.2% |
| Admin fee / account holder | $394 | $3,695-89.3% | $3,994-90.1% | $6,925-94.3% |